Plan Ledger DOL Form 5500 · updated monthly

Fiore Management LLC401(k)

FIORE MANAGEMENT MANAGEMENT LLC RETIREMENT PLAN · SANTA BARBARA, CA · plan year 2020

Reported admin expense ratio · 2020
4.01%

Fiore Management LLC reported $8,531 in plan administrative expenses for 2020: 4.01% of average plan assets, higher than ~90% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 109 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (9,183rd of 9,483), and 917th of 945 in agriculture, forestry & fishing.

Plan summary
Net assets, end of year$323,362
Participants with balances88
Active participants173
Employer contributions—
Employee contributions$213,717
Employer contribution per active participant—
Average account balance$3,675
Benefits paid to participants$28,448
Plan auditDisclaimer of opinion
AuditorWITHUMSMITH&BROWN, PC
Administrative expenses, itemized · 2020
Recordkeeping & contract admin$8,531
Total administrative$8,531
What these fees cost you

Annual cost at the plan's reported 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2020$8,531 · 4.01%
Similar plansAgriculture, Forestry & Fishing · California
Woodspur Operations LLC CA$355K · 0.46%
Delivermd CA$351K · 0.59%
Francis Russell Harris CA$309K · 0.39%
Peters Fruit Farms, Inc. CA$306K · 0.72%
Ramona Dairy CA$272K · 0.98%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811157019 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.